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CG Financial Services
Work Here?
Personalized retirement, estate, and business planning
CG Financial Services
Work Here?
Personalized retirement, estate, and business planning
Overview
CG Financial Services provides tailored financial planning for individuals and organizations in Michigan, North Carolina, and beyond. Personal Financial Services cover retirement and lifestyle planning, estate planning, tax minimization, and insurance planning, while Business Financial Services offer employee benefits, retirement plans, and executive compensation. Acting as a personal CFO, CG Financial Services coordinates with clients’ other advisors to align goals and deliver practical outcomes. Securities are offered through LPL Financial, with investment advice provided by Capital Asset Advisory Services, LLC, and these entities are separate from LPL; the firm’s goal is to help clients achieve financial security today and build a lasting legacy for the future.
About CG Financial Services
Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Meridian Charter Township, Michigan
Founded
1999
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Simplify's Take
What believers are saying
- The Wilmington office opened in 2026, widening North Carolina presence and local deal flow.
- Josiah Whitten’s managing-advisor hire adds client coverage after the office launch.
- Eugene DeRango joined CG Advisor Network in 2025, strengthening advisor recruiting and retention.
What critics are saying
- A Texas court granted partial default judgment against CG Financial on July 20, 2026.
- Business Development Network alleged fraud and RICO; that case damaged credibility with prospects.
- Custodians and referral partners can sever ties after litigation, collapsing AUM and revenue.
What makes CG Financial Services unique
- CG Financial combines fiduciary wealth management with insurance and Advisor Network support.
- Its Michigan and North Carolina offices give it regional access plus national planning expertise.
- Hiring Scott Hiipakka in January 2025 signals operations discipline and scaling intent.
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Benefits
Health Insurance
Life Insurance
Paid Vacation
Hybrid Work Options
Company News
CG Financial Services announces the hiring of Scott Hiipakka as President and Chief Operating Officer.
Financial planning firm CG Financial Services opened a permanent office location in Wilmington and announced the hiring of Josiah Whitten as managing advisor.
CG Financial Services is Hiring for 7 Jobs on Simplify!
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About CG Financial Services
Industries
Consulting
Financial Services
Company Size
51-200
Company Stage
N/A
Total Funding
N/A
Headquarters
Meridian Charter Township, Michigan
Founded
1999
CG Financial Services is Hiring for 7 Jobs on Simplify!
Find jobs on Simplify and start your career today